Advisor profile


Personalized advice to help you achieve your goals

Your financial goals are unique, and I can help you achieve them. Together, we’ll document your goals, track your progress and adjust to whatever life brings — both the expected and the unexpected. With regular reviews of your goals, anytime access to your investments and digital tools to help you stay on track, we can help you feel more confident, connected and always in control of your financial life.

How to get started
23
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Women's Financial Strategies
  • Retirement Planning Strategies
  • Executive Compensation and Benefit Strategies
  • Retirement Income Strategies
  • Investments
  • Tax Planning Strategies
  • Wealth Preservation Strategies
  • Divorce Financial Planning
  • Saving for Education
  • Sustainable and Responsible Investing
  • Estate Planning Strategies
  • Intergenerational Planning
  • Family Finances

Qualifications

  • BFA™ Behavioral Financial Advisor
  • CRPC™ Chartered Retirement Planning Counselor™
  • CDFA® Certified Divorce Financial Analyst

Education

  • B.S. from Oregon State University, 1998
  • MBA from University of Phoenix, 2007

Awards & recognition

  • Forbes Best-in-State Women Wealth Advisors, 2023
  • Pave Advisory Team, Ameriprise Client Experience Award, 2020-2023
  • Five Star Wealth Manager, 2024

Professional associations

  • SELECT Team: Elite Women's Networking Group

Previous experience

  • Technical Recruiter with Aerotek, 1998-2001

Community participation

Dropping off presents for our adopt a family event.
Dropping off presents for our adopt a family event.
  • Partnership with Bricks for North Marion providing hygiene items to local families in need
  • Volunteer teacher for financial literacy in local high school classrooms
  • Member and volunteer of The Historical Willamette Society
  • Advocate of Fighting Pretty
  • 2015-2018 President North Marion Youth Athletics
  • Former Board Member of Jump$tart Oregon & Financial Beginnings
  • Former leadership Coach for Alpha Phi Fraternity at OSU Chapter
  • Multiple year recipient of Ameriprise Volunteer Award
  • West Linn Food Pantry & OR Food Bank

Interests

  • I continue my advocacy of teaching the youth financial literacy by volunteering with my local school district providing resources and classroom guest appearances.
  • In addition to financial literacy, I enjoying spending time partnering with local nonprofits to support my community
  • I enjoy spending time with my family, camping and watching sports.

Private Wealth Advisors

Ameriprise Private Wealth Advisors have extensive experience in helping affluent clients preserve and grow their wealth. They possess the capabilities and resources to provide customized recommendations and support for tax, estate, and retirement planning. They help clients step back and explore the full range of opportunities their wealth can bring. With years of experience and an established network of expert resources, Private Wealth Advisors are among the most qualified and credentialed advisors in the industry. Ameriprise Financial gives this elite group the highest priority and quality of service and resources available to help ensure their clients receive the best possible client experience.